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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,411 | $106,923-58.5% | $84,023-47.1% | $152,909-71.0% |
| Participation rate | 55.0% | 75.3%-20.3pp | 69.0%-14.0pp | 82.5%-27.5pp |
| Annual return | 21.46% | 105.02%-83.6pp | 71.32%-49.9pp | 345.46%-324.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,547 | $4,013-36.5% | $3,239-21.4% | $5,851-56.5% |
| Admin fee / account holder | $177 | $8,289-97.9% | $6,102-97.1% | $11,601-98.5% |